SEC Form 13F · Q2 2026

FIDUCIARY FINANCIAL ADVISORS

Institutional Holdings Report

13F-HRMI
$984.4M
Portfolio Value
49,774
Holdings
Q2 2026
Reporting Period
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Filing Details

Manager
FIDUCIARY FINANCIAL ADVISORS
CIK
2116119
Accession No.
0001420506-26-001640
Location
GRAND RAPIDS, MI
Form Type
13F-HR
Portfolio Value
$984.4M
Holdings Reported
49,774
Reporting Period
Q2 2026
Filed
August 14, 2026

About this Filing

FIDUCIARY FINANCIAL ADVISORS is an institutional investment manager based in GRAND RAPIDS, MI reporting approximately $984.4M in 13(f) securities across 49,774 positions as of Q2 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.